Summit Trail Advisors’s Talkspace TALK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-32,500
Closed -$41.3K 574
2023
Q2
$41.3K Buy
+32,500
New +$41.3K ﹤0.01% 536
2023
Q1
Sell
-32,500
Closed -$19.8K 435
2022
Q4
$19.8K Hold
32,500
﹤0.01% 401
2022
Q3
$33K Buy
32,500
+10,000
+44% +$10.2K ﹤0.01% 373
2022
Q2
$38K Buy
+22,500
New +$38K ﹤0.01% 378